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Ishares 0-3 Month Treasury Bd Etf shares owned by Crown Wealth Group

Quarter-by-quarter ownership of Ishares 0-3 Month Treasury Bd Etf (SGOV) shares owned by Crown Wealth Group from 13F filings

Historical chart of Crown Wealth Group investment in Ishares 0-3 Month Treasury Bd Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares 0-3 Month Treasury Bd Etf held by Crown Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares 0-3 Month Treasury Bd Etf by Crown Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 20k 100.72
2024-06-30 $1.2M 12k 100.71

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Spdr Ser Tr Portfolio S&p500 (SPLG)
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Amazon (AMZN)

View all positions for Crown Wealth Group

Top funds holding Ishares 0-3 Month Treasury Bd Etf

Morgan Stanley
Bank of America Corporation
LPL Financial
Raymond James & Associates
Partners Capital Investment Group
Equity Investment Corp Acquisition
Jpmorgan Chase & Co
Northwestern Mutual Wealth Management Company
Stuart Chaussee & Associates
Lake Street Advisors Group
Envestnet Asset Management
Woodley Farra Manion Portfolio Management
HPM Partners
Confluence Investment Management
Captrust Financial Advisors

View all funds holding Ishares 0-3 Month Treasury Bd Etf